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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,231 | $81,208-88.6% | $98,920-90.7% | $79,856-88.4% |
| Participation rate | 79.4% | 72.5%+6.9pp | 76.0%+3.4pp | 69.6%+9.8pp |
| Annual return | 17.91% | 60.99%-43.1pp | 196.47%-178.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,155 | $1,960+112.0% | $2,689+54.5% | $2,471+68.1% |
| Participant deferral / active EE | $1,383 | $3,265-57.6% | $4,245-67.4% | $3,741-63.0% |
| Admin fee / account holder | $1,992 | $6,013-66.9% | $6,643-70.0% | $5,306-62.5% |